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Salesforce Admin/business Analyst Resume

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Bothell, WA

Professional Summary

  • Over 6 years of experience in IT industry, includes 3+ years in Salesforce.com BA, Administration and Functional Business Analysis.
  • Remarkable experience in product life cycle management, excellent configuration skills, familiarity with administration and security controls, and amazing ability to aid technical team members, developers and support teams, outstanding troubleshoot workflow issues and superior communication skills.
  • Worked with Apex Data Loader tool to migrate the data from other data base.
  • Worked Salesforce.com Customization, Creation and maintenance of Record types, Page Layouts, Objects, Tabs and Fields.
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Experience withSalesforce.com Reports, Dashboards, Forecasts, Workflows.
  • Extensive experience working on custom objects, custom fields, Pick list, role based page layouts, Workflow Alerts and Actions, and Approval Workflow, Validation Rules, Approval Processes, Custom Tabs, Custom reports, Report folders, Report extractions to various formats, Snapshots, Dashboards, and Email generation according to application requirements. Extensive Knowledge in building Custom Applications that includes administration, configuration, implementation and support experience with Salesforce.com platform.
  • Possess Comprehensive understanding of CRM business processes like Campaign Management, Lead Management, Account Management, Case Management and Call Center.
  • Analyzing bugs, interacting with team members in fixing errors and UAT and also assisted in Post–Production support.
  • Acted as a liaison between experts and the client to ensure standards were met, while tracking all project requirements and maintaining appropriate documentation.
  • Gathered information from various sources and evaluate them according to the client\'s needs.
  • Excellent communication and inter-personal skills, accustomed to working in both large and small team environments.

Technical Skills:

Salesforce.com ModulesSales Cloud: Salesforce automation including Leads, Web to lead, Accounts, Contacts, Opportunities, Contract, Partner Portal 
Service Cloud: Cases, Solutions, Ideas, Customer Portal, Customer Self Service portal, web to case, email to case

Configuration Skills:SFDC Standard Object Configuration: Campaigns, Leads, Accounts, Contacts, Opportunities, Forecasts, Products, Assets, Contracts, Cases, Solutions, Ideas, and Custom Object development Field creation, Page Layout creation/editing, Related list customization, Record Types, Field Level and Object level security, role hierarchies, sharing models, Reports, Dashboards, Formula Fields and Cross Object, Formula Fields.

Data Migration Skills & Tools:Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader

Business Modeling Tools:UML CASE Tools, MS Visio, MS- Project

Design/Development methodologies:RUP, Agile-Scrum, Waterfall

Other:MS Word, MS Excel, MS PowerPoint, MS-Project, MS Outlook

Professional Experience

Salesforce Admin/Business Analyst Jan 12- Present
Confidential, Bothell WAProject Summary: Confidential is the innovator and world leader in bedside, point-of-care ultrasound and required SalesForce for full sales and support functionality, mostly customization of standard objects with some additional custom objects. It also required Customized Dashboards to track usage for productivity and performance of business centers and their sales teams.
Roles and Responsibilities:

  • Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.
  • Developed Visual force Pages to include extra functionality and wrote Apex Classes to provide functionality to the visual pages.
  • Designed the Custom objects, validation rules, Page layouts, Custom tabs, Components, Visual Force Pages to suit to the needs of the application.
  • Integrated the Web Services for extracting the data from external systems to display in the pages of salesforce.com.
  • Imported data from excel sheets in to Leads, Accounts, Contacts and Opportunities using Data Loader and Import Wizard.
  • Implemented Web to Case, Email to Case functionalities to provide a better customer support to the customers.
  • Performed detailed analysis of business and technical requirements and developed the Apex classes using other Platform based technologies like Visual Force, Force.com IDE
  • Designed various types Email templates for auto response to customers.
  • Used the sandbox for testing and migrated the code to the deployment instance after testing.
  • Participated in the training sessions provided by the Sales force team and support end users.

Quicken Loans- Detroit, MI February 11 – November11
SalesForce Business Analyst/ Admin
Project Summary:Quicken Loans provides secure loan service and required SalesForce for full sales and support functionality, mostly customization of standard objects with some additional custom objects. It also required Customized Dashboards to the track usage for productivity and performance of business centers and their sales teams.
Roles and Responsibilities:

  • Created Custom objects and fields- Leads, Marketing, Campaign, Dashboard, Sales, and Account.
  • Configured security and organizational hierarchy for sales for salesforce implementation.
  • Customized page layouts for Salesforce standard and custom objects.
  • Configured Reports for custom objects and associated them to Dashboard.
  • Involved in Design and development of Workflows rules, triggers, validation rules and other customizations with Salesforce.
  • Administered Salesforce CRM applications for Sales, Marketing and Support Departments.
  • Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for integrity of the data.
  • Analyzed the business processes for the three divisions in the organization that are using sales force.
  • Set up visibility securities like roles, profiles, field level securities. Set up person accounts in sandbox.

Confidential. Denver, CO July 2010- January 2011
Salesforce Administrator
Summary:Customers coast-to-coast turn to Qwest\'s industry-leading national fiber-optic network and world-class customer service to meet their communications and entertainment needs. For residential customers, Qwest offers a new generation of fiber-optic Internet service, high-speed Internet solutions, as well as digital home phone, wireless service available through Verizon Wireless, and DIRECTV® service. Fortune 500 companies choose Qwest Business to deliver a full suite of network, data and voice services for small businesses, large businesses, government agencies and wholesale customers.Responsibilities:

  • Translated the client requirements into Use Cases and Process flows to simplify the design
  • Prepared the entire Data Model in SFDC which includes Custom Objects, Custom Fields, Relationships, Validation rules & workflows to sync with other Qwest legacy systems
  • Involved in Migrating data from legacy systems using Apex Data Loader
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports and Dashboards.
  • Developed Custom Objects, Custom Reports, and configured the Analytic Snapshots to dump the data on regular basis for the sales performance and lead generation statistics.
  • Used the sandbox for testing and migrated the code to the deployment instance after testing.
  • Created and maintained validation rules, custom workflows and approval processes.
  • Created record types, page layouts, configured page layouts and assigned pages layouts to different record types.
  • Created various summary reports, matrix reports, pie charts, dashboards and setup report folders to authenticate users based on their profiles with permissions.

Confidential, San Antonio, TXJuly 2009- May 2010 
Salesforce Business Analyst/Admin 
Project: CONFIDENTIAL provides various financial products and services to consumers, small businesses, and commercial clients. The Project consisted of designing and implementing an integrated CRM solution for CONFIDENTIAL to have an improved Field Productivity, manage Real time Forecast and improved quoting functions – configuration, pricing, approvals, proposal generation, offline capability, channel enablement and online storefronts. Optimized security model using SFDC and client specific data
Responsibilities:

  • Participated in the identification, understanding, and documentation of business requirements, keeping in mind the need for the application based on the project scope and SDLC methodology
  • Worked with Workflow rules, Validation rules, formula and complex validation over multiple objects
  • Set up of standard object-Accounts, Contacts, Opportunity, Report & Dashboard, Lead and Campaign
  • Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for the correctness of the data
  • Used field level security, profiles and audit trail setup to ensure that protected Organization data is only shared with authorized persons
  • Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation & formula fields to custom objects. Developed Work Breakdown Structure and prioritized accomplished tasks
  • Documented and supported requirements to develop the platform which enables the user to monitor his/her accounts, provides at-a-glance balances and positions, order status, account reporting, grouping accounts.
  • Extensively used SQL for querying underlying database tables and resolving data issues.
  • Generated Requirements Traceability Matrix. Managed & scheduled project responsibilities using MS Project
  • Reviewed Project Charter, BRD and FSD to ensure all business requirements were documented
  • Interacted with executives and sponsors to identify requirements, project objectives and scope changes
  • Involved in the documentation of Use and Test Cases to test specific functionalities of the application
  • Organized and conducted JAD sessions to clarify business requirements
  • Facilitated discussions to anticipate future needs, requirements and opportunities
  • Assisted the Project Manager in preparing final presentation and training materials.

Confidential, New York City, NY January 2006- May 2009
Business Analyst 
Project Summary:Citi Global Markets is a part of Citi Institutional Clients Group, provides world-class products and financing solutions for corporations, governments, and institutional and retail investors through our dominant underwriting, sales and trading, and distribution capabilities. The project involved upgrading a legacy compliance operations management system. My responsibilities were focused on key features relating to employee trade surveillance, task and document management.
Responsibilities:

  • Supported the project manager by creating detailed project plans, assisting in developing, scheduling and tracking project timeliness.
  • Involved in assisting the Change Control and Quality Assurance team for weekly change requests.
  • Facilitated and walked through requirement gathering and requirement planning sessions with the business team to collect the business, security and service level requirements.
  • Worked closely with developers in case of concerns/questions regarding the requirements.
  • Implemented the Rational Unified Process (RUP) methodology for the different phases of the application development of the System Life Cycle (SLC).
  • Gathered high level business requirements from the various product groups through one-on-one user interviews and JAD sessions.
  • Modeled the business and application using RUP methodology and UML.
  • Facilitated and walked through requirement gathering and requirement planning sessions with the business team to collect the business, security and service level requirements.

Education:
Bachelor in Business Administration/Accounting

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